Consumer demands force businesses to perform in a specific manner to acquire their business. Regardless of the DOL fiduciary rule going into effect, clients now expect their advisors to provide them with advice that is compliant with the fiduciary standard.

When looking at a bank or wealth management firm’s corporate structure, financial advising is classified as a sales function under the corporate organization chart. Managers of financial advisors are accountable for generating revenue in the most efficient way possible.

There are many ways to keep an eye on your marketing efforts. Some of the most common means of tracking those efforts are wrapped in a high-level attribution system that consists of a Google Analytics code, goals, and UTM parameters.

Competitors are now entering the insurance market by looking back at some of the old trends and using them to innovate. Let's take a look back at the beginning insurance industry and the trends to expect in 2019.

What do penicillin, erasable computer memory, and financial planning workflows have in common? Major use cases for each of these inventions were discovered as a side effect of the original intention of the invention.

Advisors and banks have all heard a lot about Bitcoin. To the untrained eye, Bitcoin is a currency that represents an investment vehicle. But what if I told you that Bitcoin’s biggest impact will be to change all financial transactions from simply buying stocks to financial derivative trades?

“All models are wrong, but some are useful,” said George E.P. Box, a famous statistician. Everyone has mental models of how the world works because a model provides a simplified explanation for a very complex world.

Working as the Revenue Operations Lead, a big part of my job is finding new software to help our sales and marketing teams flourish. However, finding the best software fit can be extremely challenging.

Fourth quarter is an important time to create your business plan for the year to come. Many of you keep track of your business plan in your head, but creating a written business plan is important because it creates actionable goals.

Bitcoin has made waves in the news recently due to the extremely high price it is fetching and the wild price swings it is going through. It is likely that your clients are wondering how bitcoin functions and what exactly drives its price.